+593.9%
DRS vs VOO
+807.8%
-213.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -2.6% | -0.4% | -2.2% | -2.3% |
| 30D | -19.8% | -1.4% | -18.4% | -18.9% |
| 3M | -23.7% | +3.7% | -27.4% | -26.0% |
| 6M | -23.5% | +13.0% | -36.5% | -30.5% |
| YTD | +6.4% | +12.4% | -6.0% | -2.8% |
| 1Y | -9.8% | +18.6% | -28.4% | -20.8% |
| 3Y | +117.1% | +78.1% | +39.0% | +42.0% |
| 5Y | +232.8% | +82.3% | +150.5% | +112.6% |
| 10Y | +3,230.8% | +322.5% | +2,908.2% | +1,216.8% |
| All | +593.9% | +807.8% | -213.9% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling